Wealthsource Partners, LLC Xcel Energy Inc Transaction History

Wealthsource Partners, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$61.24 - $71.27 $4,715 - $5,487	-77 Reduced 1.75%	4,313 $268,000
Q1 2023 May 15, 2023	BUY	$63.22 - $72.78 $316 - $363	5 Added 0.11%	4,390 $296,000
Q4 2022 Feb 09, 2023	BUY	$58.86 - $71.6 $58 - $71	1 Added 0.02%	4,385 $307,000
Q3 2022 Nov 14, 2022	BUY	$64.0 - $77.41 $640 - $774	10 Added 0.23%	4,384 $281,000
Q2 2022 Aug 10, 2022	BUY	$63.91 - $76.34 $255 - $305	4 Added 0.09%	4,374 $310,000
Q1 2022 May 09, 2022	BUY	$64.83 - $72.32 $65,154 - $72,681	1,005 Added 29.87%	4,370 $315,000
Q4 2021 Feb 14, 2022	BUY	$62.44 - $68.95 $249 - $275	4 Added 0.12%	3,365 $228,000
Q3 2021 Nov 18, 2021	BUY	$61.42 - $70.61 $307 - $353	5 Added 0.15%	3,361 $210,000
Q2 2021 Nov 18, 2021	BUY	$65.71 - $72.59 $788 - $871	12 Added 0.36%	3,356 $221,000
Q1 2021 Jun 21, 2021	BUY	$58.03 - $67.0 $13,404 - $15,477	231 Added 7.42%	3,344 $222,000
Q4 2020 Feb 12, 2021	BUY	$64.31 - $74.71 $3,151 - $3,660	49 Added 1.6%	3,113 $208,000
Q3 2020 Nov 16, 2020	BUY	$63.24 - $72.45 $193,767 - $221,986	3,064 New	3,064 $211,000
Q1 2020 May 12, 2020	SELL	$50.0 - $71.16 $196,650 - $279,872	-3,933 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$60.07 - $64.95 $102,599 - $110,934	-1,708 Reduced 30.28%	3,933 $250,000
Q3 2019 Nov 15, 2019	BUY	$59.43 - $65.82 $16,462 - $18,232	277 Added 5.16%	5,641 $366,000
Q2 2019 Aug 09, 2019	BUY	$54.68 - $61.54 $293,303 - $330,100	5,364 New	5,364 $319,000

1,070

434M

1.75M

989K

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $34.4B
Description
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...

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